EP Wealth Advisors
EP Wealth Advisors reported 1,713 stocks worth $26.2B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VUG (7.7%), VTV (7.5%) and BIV (3.6%). Compared with Q1 2026, the fund added to VUG, VTV and BIV, trimmed VWO, XLK and BLCV and sold out of XOM, SKYW and ICUI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $2B | 7.7% | 23.3M | +19.7M (+539%) | 7 of 7 | |
| 2 |  VTV Vanguard Index Fds | $2B | 7.5% | 9M | +560K (+7%) | 7 of 7 | |
| 3 |  BIV Vanguard Intermediate | $934M | 3.6% | 12.2M | +1.9M (+19%) | 7 of 7 | |
| 4 |  AAPL Apple Inc | $908M | 3.5% | 3.1M | +841K (+37%) | 7 of 7 | |
| 5 |  VOE Vanguard Index Fds | $887M | 3.4% | 4.5M | +349K (+8%) | 7 of 7 | |
| 6 |  VIGI Vanguard Whitehall Fds | $771M | 2.9% | 8.3M | +1M (+14%) | 7 of 7 | |
| 7 |  IGSB Ishares TR | $719M | 2.8% | 13.7M | +2M (+17%) | 7 of 7 | |
| 8 |  NVDA Nvidia Corporation | $614M | 2.4% | 3.1M | +443K (+17%) | 7 of 7 | |
| 9 |  VOT Vanguard Index Fds | $537M | 2.0% | 1.8M | +202K (+13%) | 7 of 7 | |
| 10 |  DFIV Dimensional ETF Trust | $497M | 1.9% | 9.2M | +2M (+27%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $166M | 976K |
HONEYWELL INTL INC | $73.2M | 324K |
 SKYW Skywest Inc | $12.6M | 138K |
 ICUI Icu Med Inc | $4.2M | 33K |
 LDOS Leidos Hldgs Inc | $2.6M | 17K |
🔒 Free account: see all 30.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →EP Wealth Advisors 13F FAQ
What does EP Wealth Advisors own?
EP Wealth Advisors reported 1,713 stocks worth $26.2B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VUG (7.7%), VTV (7.5%) and BIV (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did EP Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 413 new positions, 882 added to, 370 trimmed and 196 sold out. It sold all of XOM, SKYW and ICUI.
When will EP Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is EP Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $26.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.